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Assuming 2024 was a valid Roth contributed as stated then your 2024 Form 8606 shouldn't have a basis and you would need to amend that so Line 14 is $0, in which case your 2025 8606 Line 2 of $0 would be correct   2024 Form 8606 Line 2 depends whether you had a basis carryover from prior years (in which case when was that converted).   What was the timing of the Roth conversions, did you get a 2025 1099-R and enter that and identity it as a Roth conversion?  The Roth conversion step is reported in the tax year it is done while contributions and recharacterizations can be backdated so if this 2025 stuff happened in 2026 then your your 2025 8606 Line 14 would be $7000 which carries over to 2026 and you would not report the conversion until your 2026 return, when you get the 1099-R in hand.   if the value of the conversion was less than the contribution amount due to a loss in the Trad IRA, then the entire conversion will be non-taxable (calculated on Form 8606) and you will be left with a basis in the IRA on 8606 Line 14 for the amount of the loss which carries forward to future years on Form 8606, even though your IRA balance is $0.  This trapped basis you can use in the future towards a nontaxable conversion of any pre-tax/earnings in the Trad IRA to Roth, if you have some future gains in the Trad IRA above the non-deductible contribution (e.g. due to a delay between contribution and conversion with some earnings).

I got the letter from the IRS on 4-3-26 and uploaded all the information to the IRS connect portal. No response in the portal.   Today I get another letter from the IRS with the same issue "the QMIN number is missing or incomplete". Now the letter states to fax the information in. No mention of the IRS connect portal or that they even received my info in the portal.   Anyone with this issue now??? Ugh!

Have you filed the state return yet?   If not,   To apply your state refund to next year, enter it under State Taxes tab And keep continuing and stepping through the interview about a dozen or more screens and it will finally ask how much you want to apply.  It is probably one of the last questions in the state section.

@ champagrrl  wrote:  there is NO “switch products” option on any menu on our profiles.  In fact, now that you’ve got me stuck on the “Pay us $215” page, I can’t navigate anywhere else on my current return.  This experience has been enough to sour me on Turbotax forever, even though I’ve used it for years.  Your insistence on forcing customers to pay for the most expensive option you offer, without any ability to downgrade to something faster and more affordable, is a fraudulent grift.  I’m reporting you to my MLA and my MP, and asking them to look into this corrupt practice. You mentioned MLA and MP.    Are you asking about Canada TurboTax?    The US doesn't have MLA and MP.  This is the USA community forum.  I'll tell you how to reach Canadian TurboTax Support and forum below.   "I can't navigate anywhere..."       I can't speak about Canadian product, but in USA Online TurboTax if you don't see a way to get back to something, try clicking on any topic in the left menu column to get out of a topic.   If referring to Canada, here's the Canadian TurboTax Community forum: https://turbotax.community.intuit.ca/community/turbotax-support/help/03/en-ca   Or if you need help with a Canadian TurboTax product, use this contact page to reach TurboTax Canada customer support: https://support.turbotax.intuit.ca/contact/   If you are asking about USA TurboTax, see the following FAQ about the USA product.    You added on to a jumbled thread with over a 100 users, so is your issue the same as the thread title? i.e., are you wanting to remove TurboTax Expert Assist?   If so, see this for USA product:   FAQ:  How do I remove TurboTax Expert Assist  (USA Online TurboTax) https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US   Or contact TurboTax Support for assistance (for the proper country you need--Canada or USA.)  Canada support link provided above. USA support:  https://ttlc.intuit.com/turbotax-support/en-us/contact/

I e-filed my return for the second time (after the first one was rejected) on February 8, and finally received the LTR 12C letter today (April 20).  It says "...one or more of the Qualified Manufacturer Identification Numbers, (QMIN) is missing or incomplete.  Send us a completed Form 5695 with the applicable QMIN...", using IRS.gov/Connect link.  You need this letter to do anything, because it has a control number associated with it.  Anyway, my 5695 had the correct QMIN in it, so I printed it to a PDF file, and sent it to the IRS today.     My guess is that Turbotax made a quick fix and left the QMIN blank when e-filing it to get around the problem described above, but did not include the required binary attachment.  I don't think you need to do the workaround above when sending the form via the IRS.gov/Connect link, but I guess I will find out in 6 to 8 weeks.

This doesn’t work.  Once customers hit their pay window, which pops up suddenly after inputting personal data, the “switch products” button vanishes.  Turbotax has become a giant scam.  Frauds like this sure don’t make me feel confident that they’re not cannibalizing and selling our personal data…

Your response is BS - there is NO “switch products” option on any menu on our profiles.  In fact, now that you’ve got me stuck on the “Pay us $215” page, I can’t navigate anywhere else on my current return.  This experience has been enough to sour me on Turbotax forever, even though I’ve used it for years.  Your insistence on forcing customers to pay for the most expensive option you offer, without any ability to downgrade to something faster and more affordable, is a fraudulent grift.  I’m reporting you to my MLA and my MP, and asking them to look into this corrupt practice.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.